Sales Management

Sales Management

Track the products and services your customers have bought and ensure good customer relationships.

Sales Management Made Simple

Claritysoft CRM makes it easy to manage sales activity. Evaluating and proactively managing sales activity is a critical part of successful customer relationship management. Tracking the products and services your customers have bought from you is critical to ensuring a good customer relationship.

  • Track sales for all your accounts and contacts from a single intuitive view
  • Fully customize the user interface to meet the unique needs of your business
  • Import sales data from Microsoft Excel or other systems
  • Add custom fields to capture the unique sales information you need
  • Use group edit to efficiently make changes to groups of sales records
  • Export your sales records to Microsoft Excel
  • Convert your opportunities or quotations into sales
  • Add product line items directly from a price book or enter custom items directly into the order
  • Attach files to the sales order such as purchase orders or product specifications
  • Run out-of-the-box sales reports or create your own custom-tailored reports